Day 1 — Orientation
Find your way around the workspace, meet Ask Fola, set the dark/light theme. Start →
Getting started — the 7-day series
The fastest path from “we signed up” to “the whole firm is using Fola on real cases” is seven short articles, one per day. Each one is ~5 minutes of reading and ~10 minutes of doing.
The series
Section titled “The series”Day 2 — Building your team
Invite each attorney, paralegal, and admin. Pick the right role. Read →
Day 3 — Your first client
Add a client profile, send the intake link, watch the responses land in your Documents tab. Read →
Day 4 — Trying the demo
Run an end-to-end form fill on a sample client. Understand what the demo watermark means and what the caps look like. Read →
Day 5 — Your firm brand
Org name, logo, cover letterhead, email templates, consent templates, PDF password lock. Read →
Day 6 — Credentials
Bar numbers, contact info, attorney/paralegal credentials that flow into every form’s signature block. Read →
Day 7 — AI quotas
Pool vs per-member budgets, overage credit, reallocating mid-cycle when one attorney has a big filing week. Read →
What you’ll need
Section titled “What you’ll need”- A Fola Form account. If you signed up through folaform.com, you’re on the 365-day demo plan by default — plenty of room to walk through every step in this series before deciding on a paid tier.
- ~90 minutes total, spread across the week. Each day stands on its own; you can also batch them on a single afternoon if you’d rather set everything up at once.
- One real or sample client you can use as a test case in Day 3 / Day 4. The platform’s demo account works fine here; no production data needed.
Where to go next
Section titled “Where to go next”If this is your first time logging in, head to Day 1 — Orientation.
If you’re past setup and looking for a specific feature, the product reference maps every surface in the workspace.
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